Legal Opinion

Estate of Rozell v. Betty Rozell Revocable Trust

Court of Civil Appeals of Oklahoma

Decided November 30, 2012No. 109,331Published

1Opinion of the Court

BRIAN JACK GOREE, Judge.

1 1 Plaintiff/Appellant, Estate of Donald R. Rozell by its personal representative, Sharon K. Hudgins-Rozell, sued Defendant/Appellee, The Betty Rozell Revocable Trust by its trustee, Earl Rozell, to recover Donald's share of the distribution from the trust of his late mother, Betty Rozell,. The trial court granted judgment in favor of Earl, We hold that pursuant to the language of the trust agreement, Donald's share vested upon the division date and did not divest upon Donald's death. His interest passed to his estate. We reverse and remand with instructions to grant…

2Cases cited5 opinions

  1. Hulett v. First National Bank & Trust Co. in ClintonSupreme Court of Oklahoma · 1998
  2. Mozingo v. Oklahoma Secondary School Activities Ass'nCourt of Civil Appeals of Oklahoma · 1978
  3. Randolph v. BOARD OF REGENTS OF OKL. COLLEGESSupreme Court of Oklahoma · 1982
  4. Sivia v. SnyderCourt of Civil Appeals of Oklahoma · 1973
  5. Corr v. CorrCourt of Civil Appeals of Oklahoma · 2000

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